Business succession of an industrial company within the family and with foresight for future generations

A well-known Swiss industrial company and family business with 500 employees worldwide and more than 40 branches and agencies was supported and advised on the transfer of shares to the next generation.

A comprehensive advisory service was chosen, which not only covered the transfer of shares and the restructuring of the company, but also the cross-border payment of co-heirs, which required international tax planning. In addition, shareholder agreements, organizational regulations, marriage and inheritance contracts, and pension mandates were drawn up for the current generation, which are intended to protect the interests of the family and the company and facilitate the transfer to the next generation.